Onboarding Specialist responsible for guiding partners through complex integrations with a payment platform. In a growing FinTech company, leveraging technical problem - solving and customer engagement skills.
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Hybrid Manager – Client Onboarding
Posted 2 days ago
About the role
- Manager overseeing client onboarding processes at Netwealth. Requires expertise in financial services and AML/KYC knowledge in a hybrid role.
Responsibilities
- Lead the end-to-end client onboarding function across the platform
- Build a scalable, compliant, high-performing team
- Stay current with evolving AML/KYC landscape
- Gain exposure to executives, roadmap planning, and career progression opportunities
- Define what 'great' looks like for the onboarding team
- Shape how the onboarding function operates, now and in the future
Requirements
- Financial services experience, ideally within onboarding, operations or client lifecycle roles
- In‑depth, hands‑on knowledge of AML/KYC processes, including CDD, and have the ability to stay ahead of constantly evolving requirements
- Strong understanding of complex trust and entity structures
- Proven people leadership experience, managing teams of approximately 5–15 people
- Experience across platform, investments, superannuation and wrap products
- Ability to work effectively and collaboratively with Technology and Sales teams
- Success in balancing regulatory rigour with client experience and onboarding speed
- Designing scalable processes in a dynamic growth and regulatory environment
Benefits
- Family-friendly support: Paid parental leave and a fully funded school holiday program
- Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
- A vibrant culture: social events, trivia nights, and corporate sports
- Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
- Community Impact: Paid volunteering and our Netwealth Impact Group
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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